Jason
Beaird

Kings Point Capital Management LLC

CRD#4008402
Investment Advisor
in Great Neck, NY

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About this Advisor

Jason Beaird is a chartered financial analyst working in Great Neck, New York, who has been in the financial industry for 11 years. Beaird is on the advisory team at Kings Point Capital Management LLC. Over the course of their career, they have held roles at Btig, LLC, Steel Vine Investment Fund and Kings Point Capital Management LLC. Beaird maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Louisiana, Tennessee and Texas. Kings Point Capital Management LLC is a registered investment business operating in Great Neck, New York. The company has a total of 17 advisors. It has $2 billion in total assets among its 1,334 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 1,334 client accounts, 88% are held by high-net-worth clients who have more than $1 million in assets. Kings Point Capital Management LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on the type of financial services provided. However, fees charged by Kings Point Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

60 Cuttermill Road Suite 516
Great Neck, NY 11021

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Kings Point Capital Management LLC Brokerage Details

Total Assets Under Management

$1,697,342,447

NY Average: $7,464,549,021
Total Number of Employees

17

NY Average: 88
Total Number of Accounts

1,334

NY Average: 3,892
Average Account Size

$1,272,371

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jason Beaird Work History

Jason has 11 years of experience.

2014 - Present (8 years)

Kings Point Capital Management LLC

2013 - 2013 (< 1 year)

Steel Vine Investment Fund

2011 - 2013 (2 years)

Btig, LLC

Disclosures

Jason Beaird has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kings Point Capital Management LLC

Andres Fernandez-Salvador
Great Neck, NY
Jason Beaird
Great Neck, NY
John Marshall
Great Neck, NY
Hadley Doolittle
Brentwood, TN
Jeffrey Bates
Germantown, TN
Billy Dutton
Brentwood, TN
Kenneth Lynn
Great Neck, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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